Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,203 | $81,358-12.5% | $155,556-54.2% | $80,959-12.1% |
| Participation rate | 4.0% | 66.3%-62.3pp | 78.2%-74.2pp | 67.7%-63.7pp |
| Annual return | 8.22% | 33.39%-25.2pp | 64.84%-56.6pp | 35.67%-27.4pp |
| Employer contribution / active EE | $1,078 | $3,106-65.3% | $4,675-76.9% | $2,757-60.9% |
| Participant deferral / active EE | $2,429 | $3,455-29.7% | $5,631-56.9% | $4,300-43.5% |
| Admin fee / account holder | $14,125 | $7,994+76.7% | $15,885-11.1% | $6,925+104.0% |